Hello All,
We are setting up our system and leadership wants the account to require a primary contact and each contact be linked to the appropriate company.
The issue comes up when trying to create a new account. Since primary contact is required, I try to make a new contact from the account screen. The contact creation pop-out requires a company which doesn't exist because I am unable to save the account until it has a contact.
Is there an easy way to get around this? How do we need to approach this if there is no easy way?